Purchases and Sales Made in Q3 2023 in Hamilton Lane Inc (HLNE)
This table provides information about the institutional ownership of Hamilton Lane Inc (HLNE) during Q3 2023. The information is specifically focused on institutions that hold shares of Hamilton Lane INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
60New |
$4.68K - $5.59K
|
60
$8.88K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
56+ 1.41% |
$4.37K - $5.22K
|
4.02K
$596K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
38+ 760.0% |
$2.97K - $3.54K
|
43
$6.37K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
37New |
$2.89K - $3.45K
|
37
$5.48K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30+ 6.21% |
$2.34K - $2.8K
|
513
$75.9K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
29New |
$2.26K - $2.7K
|
29
$4.29K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
28+ 25.69% |
$2.19K - $2.61K
|
137
$20.3K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25New |
$1.95K - $2.33K
|
25
$3.7K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
21New |
$1.64K - $1.96K
|
21
$3.11K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
20+ 74.07% |
$1.56K - $1.86K
|
47
$6.96K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$781 - $932
|
10
$1.48K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 37.5% |
$468 - $559
|
22
$3.26K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 33.33% |
$312 - $373
|
16
$2.37K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 40.0% |
$156 - $186
|
7
$1.04K
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 0.43% |
$78.1 - $93.2
|
231
$34.2K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 33.33% |
$78.1 - $93.2
|
2
$296
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-4- 0.08% |
$312 - $373
|
4.75K
$703K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19- 0.01% |
$1.48K - $1.77K
|
349K
$51.7M
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-32- 71.11% |
$2.5K - $2.98K
|
13
$1.92K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-33- 12.99% |
$2.58K - $3.08K
|
221
$32.7K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-39- 67.24% |
$3.04K - $3.63K
|
19
$2.81K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-41- 3.0% |
$3.2K - $3.82K
|
1.33K
$196K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-50- 11.76% |
$3.9K - $4.66K
|
375
$55.5K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59- 11.48% |
$4.6K - $5.5K
|
455
$67.4K
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-122- 3.23% |
$9.52K - $11.4K
|
3.66K
$542K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-158Closed |
$12.3K - $14.7K
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-194- 4.57% |
$15.1K - $18.1K
|
4.05K
$600K
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-230- 2.19% |
$18K - $21.4K
|
10.3K
$1.52M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-315- 5.08% |
$24.6K - $29.4K
|
5.89K
$872K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-537- 4.09% |
$41.9K - $50K
|
12.6K
$1.86M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-613- 3.59% |
$47.8K - $57.1K
|
16.4K
$2.43M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-688- 1.3% |
$53.7K - $64.1K
|
52.2K
$7.73M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-847- 77.42% |
$66.1K - $78.9K
|
247
$36.6K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-879- 0.62% |
$68.6K - $81.9K
|
140K
$20.7M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-911- 17.86% |
$71.1K - $84.9K
|
4.19K
$620K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-944- 3.74% |
$73.7K - $88K
|
24.3K
$3.6M
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-976- 41.59% |
$76.2K - $91K
|
1.37K
$203K
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.04K- 13.04% |
$80.8K - $96.5K
|
6.9K
$1.02M
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.17K- 9.86% |
$91.6K - $109K
|
10.7K
$1.59M
|
|
Nov 13, 2023
Q3 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-1.65K- 1.42% |
$129K - $154K
|
115K
$17M
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.36K- 0.33% |
$184K - $220K
|
716K
$106M
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.8K- 0.18% |
$219K - $261K
|
1.58M
$234M
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.3K- 3.83% |
$257K - $307K
|
82.6K
$12.2M
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-3.37K- 26.5% |
$263K - $314K
|
9.36K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.41K- 8.43% |
$266K - $318K
|
37.1K
$5.49M
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-4.25K- 22.48% |
$331K - $396K
|
14.6K
$2.17M
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-4.27K- 0.35% |
$334K - $398K
|
1.23M
$183M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.78K- 30.51% |
$373K - $445K
|
10.9K
$1.61M
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-5.67K- 17.93% |
$442K - $528K
|
25.9K
$3.84M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.36K- 21.24% |
$575K - $686K
|
27.3K
$4.04M
|